See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $77,877 |
Filed as: SAGEVIEW ADVISORY GROUP, LL Service code 27 · EIN 33-0818667 | Advisory (Plan) | $44,175 |
TIAA7 years Service code 13 · EIN 13-1624203 | Contract Administrator | $39,049 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,273 | $98,780-17.7% | $60,874+33.5% | $77,904+4.3% |
| Participation rate | 74.5% | 76.7%-2.2pp | 73.1%+1.4pp | 73.7%+0.8pp |
| Annual return | -13.14% | -11.56%-1.6pp | 16.90%-30.0pp | 12.21%-25.3pp |
| Employer contribution / active EE | $2,157 | $3,605-40.2% | $2,701-20.1% | $2,848-24.2% |
| Participant deferral / active EE | $3,900 | $4,200-7.1% | $3,817+2.2% | $4,806-18.8% |
| Admin fee / account holder | $96 | $89+8.6% | $3,224-97.0% | $133-27.4% |